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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,839 | $52,353-23.9% | $120,225-66.9% | $82,448-51.7% |
| Participation rate | 16.1% | 58.3%-42.2pp | 69.6%-53.5pp | 68.1%-52.0pp |
| Annual return | 12.19% | 61.85%-49.7pp | 439.23%-427.0pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $238 | $2,627-90.9% | $3,999-94.0% | $4,139-94.2% |
| Admin fee / account holder | $23,486 | $4,363+438.3% | $5,696+312.3% | $7,234+224.6% |